The My Account Page

The my account page is located by finding the blue building icon at the top right of the page, but you must be logged in as a property manager admin user, then hovering over or clicking on the icon and then clicking on "my account". When you are on the my account you will see three sections labeled, "Active Services", "Payment Information", and "Billing History". Under the active services section of the page you will the services your HOA is currently signed up for and the cost associated with these services. The active services sections shows your HOA what you are currently being billed for by EasyHOA. Under the active services page there is a link at the top right called, "click here to view the signed license agreement" this will take you the the EasyHOA license agreement that your HOA signed and agreed to when signing up. To get to the next section of "Payment Information" click on that payment information title. When you get to the payment information page you will see any payment methods your HOA has saved on file. The information you can see for each of these payment methods is the type, partial account number, name, and email. There is also column called payment default with a checkbox. You would check this box to make that payment type the one that EasyHOA bills for its services. There is also an edit column where you can click the edit icon for that payment method if you need to edit the payment information EasyHOA is charging and then finally you will see a delete column with a garbage can icon. You would click on this icon to delete the payment method. Note the payment information on this page is you HOAs payment information that EasyHOA charges it does not have anything to do with the owners of the HOA. At the top right you will see a button called "+ New Payment Method" if you click on this button you can add a new payment method to be saved. Under this new payment method page you can add a credit card or checking account to be saved as a payment method for your HOA. The next section this my account page is the "Billing History" section. To get to this section click on the billing history title. The billing history section shows a list of all the invoices that EasyHOA has invoiced your HOA. The list shows the date, invoice number, description of the invoice, charges, payments, and running balance. In this billing history section you can click on the payment number and it will download a pdf of the invoices that payment was applied to. At the top right of this Billing History page there are three buttons and "Invoices" button, "export CSV" button and a "Export PDF" button. The "invoices" button will download a pdf of any outstanding invoices that have not been paid yet. The "export CSV" and "Export PDF" buttons on this page will export the full billing history to a csv or pdf file to your computer. Once the file has been downloaded you could print or email it if needed.